1Anno·

So that was tranche 4/4. Of course I would have preferred to buy earlier, but well, hindsight is always wiser. Either way, it's a very fair price.

I am curious to see what Mutares $MUX (-0,28%) will deliver in the future.

I really hope that they take more of an example from Constellation $CSU (+0,83%) (decentralized) rather than traditional PE companies in order to continue to profit from these "small" acquisitions.

29.10

Mutares

Acquistato a 24,20 €

8 Commenti

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1Anno

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TaxesAreTheft@TaxesAreTheft

1Anno

@Investment4Life I think you don't quite understand something

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Levi@Dagobert20000

1Anno

@TaxesAreTheft I, for one, understand him quite well. Perhaps you could specify your statement a little. What doesn't he understand?

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TaxesAreTheft@TaxesAreTheft

1Anno

@Dagobert20000 First of all, what does he mean by the ''fundamental'' data? Then I don't quite understand the free fall point. And what I don't understand at all is what he means by turnaround. I guess he is not very familiar with the PE industry or is looking at the wrong data.

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TaxesAreTheft@TaxesAreTheft

1Anno

@Investment4Life every successful PE firm started like this. Growth is not linear, especially in the early stages. why are you listing BDCs? that has nothing to do with PE and is not comparable.

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TaxesAreTheft@TaxesAreTheft

1Anno

@Investment4Life i don't even know where to start if i don't know exactly what you mean. i can't put a whole stock analysis in the comments here. Mutares' portfolio is performing very well. Mutares has also proven its ability when it comes to selecting companies and restructuring. The operating business of the majority of the portfolio companies is partly cyclical, which is why they are diversifying more. Especially companies with a smaller portfolio are more volatile.

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